Business Succession Planning

We work with clients to formulate and effect plans for both planned and unplanned business succession scenarios. For example:

  • Business successions without an ‘heir apparent’ that will necessitate a sale to management or third party.
  • Dynastic wealth held in property or other investment portfolios.
  • Baton-changing to another generation.
  • Selling to employees
  • Passing on death or another life-changing events.
  • Succession for manufacturing and construction businesses.
  • Business succession of professional services firms, including accountants, financial planners, medical practices and other law firms.
  • ‘Family farm’ estate planning to ensure viable agriculture businesses in the next generation.
Everyone’s situation is unique. Get in touch to find out what we can do for you.

“We ‘speak tax.’ It’s the common language of estate and business succession planning professionals. Our fluency enables our clients to enjoy highly optimised solutions.”

“We work WITH you to achieve a solution that’s uniquely yours.”